Hi.
I'm Derek Johnson with tatango.com, and today I'm gonna be showing you how to set up a double
opt-in for a text message marketing campaign using the Tatango software.
So first off, I've created this campaign, this is what you can see on the screen, and
I'm going to set a keyword which a keyword is usually a word or a phrase that is texted
to a short code, a short code is a five to six-digit phone number, and that will start
the opt-in process for a consumer.
The consumer then has to finish the opt-in process for the business to be able to send
messages to that consumer.
So, as I said I'm gonna start by setting a keyword.
And I'm not gonna use the single opt-in, I'm gonna use the double opt-in.
And as you can see here, it's going to ask me for the keyword and because it's just a
demo campaign, I'm gonna use the keyword "TEST 910".
And when a consumer texts the word "TEST910" to the short code, it's going to...the software
is going to ask for additional information.
And it's going to ask for either a zip code, an email address, a first name, Y or Yes,
that's a response, or birthday or birthdate.
You can also collect additional custom information if you have custom field set in your campaign.
So for this campaign, I'm going to be doing a double opt-in, and while I could collect
a zip code or email address, you know, first name from a consumer, for this campaign I
just wanna make sure they reply, "Y" or "YES" to consent to the terms and conditions of
the text messaging campaign.
So what I've done here is I've actually precomposed some messages that I'm gonna copy and paste
into here.
So, this is the Request for Information for the double opt-in.
Essentially, it's CTIA and TCPA compliant.
It says, you know, "Acme Retail," that's the business name, "Reply YES for recurring autodialed
SMS/MMS marketing messages.
No purchase required.
Message and data rates may apply," and then "Terms apply," and you would put your link
there for your terms and conditions.
So, as you can see here, it says, "Reply YES."
So what I'm looking for the consumer, what the software is looking for, is for the consumer
to reply "Y" or "YES."
When they do that, they're going to receive the opt-in message.
And I precomposed an opt-in message down here.
And I'm gonna put the Second Time Opt-in Message, this is if someone opts in, opts out and then
opts back in again.
There are some certain situations where that would be maybe a little different message
or it'd be something like, "Hey, welcome back."
But in this case, we're just gonna keep it simple and keep it the same.
So this would complete the double opt-in.
A consumer would text the word "TEST910" to the short code, they'd receive this message
back in return, then the consumer would text back "Y" or "YES" to essentially consent to,
you know, the terms and conditions of the campaign.
And then if they reply "Y" or "YES," our system, Tatango, will confirm that and then will send
them an opt-in message.
And once we've sent the opt-in message, then they're subscribed to the campaign.
Now at any time, they can unsubscribe by replying "STOP," but until they do that, they are subscribed
to the campaign.
Now as you can see down here there's some other stuff, and essentially what this is,
is what happens if the consumer instead of replying "Y" or "YES," they reply with something
other than "Y" or "YES."
So I've precomposed some language here for this, and essentially what this is, is "Response
not understood.
Reply YES," and again it goes through all the terms and conditions.
So if a consumer texts the word "TEST910," they get this message and maybe they reply
with their email address or they reply "NO," then they will get the fail message.
And again, in the fail message, it's reminding them to reply "YES."
So if they reply "YES" from this fail message, they're going to get the opt-in message and
they're gonna be opted in.
Now, at the very, very bottom here, there's a "No response" and this is optional.
So I'm gonna kinda select "Follow up with reminder."
And essentially what this does is if the consumer gets this message by texting in and they don't
respond with anything, they don't respond "Y" or "YES" or even an invalid response,
I'm going to set a "No Response."
And essentially this is saying to Tatango that, "If they don't respond with anything,
please follow up and remind them to reply 'Y' or 'YES'."
I usually like one or two hours as a follow-up, and I have a precomposed message for that
as well.
And essentially this precomposed message is, "No response received.
Reply 'YES'," and it essentially goes through the terms and conditions again.
So, this is how to set up a double opt-in.
This is the most simple version which is reply "Y" or "YES."
And again, as we looked, you can collect other information during this process.
If you want to go a little more advanced, you can also set up multiple "Request for
Information" during the opt-in process.
Now remember, they have to go through the entire process to be opted in.
So if I wanted to add an additional "Request for Information," all I'd have to do is click
this "Collect more data" and as you can see here, it's created a brand-new "Request for
Information".
So what I could do is I could say, you know, "Request for information," the first one is
"Reply 'YES' for recurring messages," and then this one I could say, you know, "You're
almost done, please reply with your email address to complete this application."
Or something along those lines.
Now, instead of zip code down here, I'd switch this to email address.
And what's great about the Tatango system is there's actually a Fail and Retry and No
Response for each Request for Information.
So for this one, I would say something along the lines of, you know, "Sorry, that's not
a valid email address.
Please reply with your email address."
Now if I go up here and I click on this Request for Information, this is the "Y" or "YES,"
where if somebody texts in something other than "Y" or "YES," I wanna say "Reply 'YES'."
Where down here, because I'm collecting the email address, I wanna remind them to reply
with their email address.
And this would be the same for a No Response message.
This would be specific to this Request for Information.
So this one would be, you know, "We haven't received your email address.
Please reply with your email address now."
Now when they do reply with their email address, first they're gonna get this, you know, "Reply
'YES,'" they reply "YES," then it's going to say, "You're almost done, please reply
with your email address."
Then when they reply with their email address, then they're going to get the opt-in message.
And again, the opt-in message essentially says to the consumer, "Thank you and you've
been confirmed that you've been opted in."
And again, you could make this as complex as you want.
You can add as many "Request for Informations".
Usually at Tatango, we like to keep it pretty simple for an opt-in, so usually, that's a
"Reply 'Y' or 'YES.'
Maybe there'll be some instances where they'll collect additional information, maybe on top
of "Y" or "YES," but for the majority of campaigns, it's a simple "Reply 'Y' or 'YES.'
So that's how to set up a double opt-in for a text message marketing campaign using tatango.com.